Waddell and Reed is a firm that provides investment management, financial advisor, professional and technical services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Illinois, Kentucky, Massachusetts, New Hampshire, Pennsylvania, and Puerto Rico (although they are present in other states as well).
Most Waddell and Reed clients are outpatient health care practitioners and facilities, colleges, universities, and professional schools, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, residential intellectual and developmental disability facilities, individual and family services, and professional associations with revenues ranging from $34 million to $96 million.
Previous legal names, trade names, or just variations of their name include: Waddell && Reed, Inc..
| Name | Type | Location | |
|---|---|---|---|
| 1 | Medical Center Health (CHC) | 501(c)(3) | Bowling Green, KY |
| 2 | Northern Human Services | 501(c)(3) | Conway, NH |
| 3 | Homeland Center | 501(c)(3) | Harrisburg, PA |
| 4 | ServiceNet | 501(c)(3) | Northhampton, MA |
| 5 | Damian Family Care Centers | 501(c)(3) | Jamaica, NY |
| 6 | Asociacion de Maestros de Puerto Rico | 501(c)(5) | San Juan, PR |
| 7 | Fieldhome | 501(c)(3) | Cortlandt Manor, NY |
| 8 | Legacy Law School Corporation (JMLS) | 501(c)(3) | Chicago, IL |
| 9 | Bakers Local 433 Pension Fund | 501(c)(91) | N Sioux City, SD |
Competitors to Waddell and Reed in the nonprofit sector include Towers Watson, Ubs Financial Services, Capfinancial Partners, LLC, RBC Capital Markets, Raymond James Financial Services, Aon Hewitt, M&T Bank, RBC Wealth Management, Ubs Financial Services Inc, and Morgan Stanley Smith Barney LLC.
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